Management of Attachments 

Use

You can insert documents into an opportunity, and manage them. For example, product presentations which you have received for the opportunity, correspondence or material such as sketches, building plans and so on. You can attach locally saved data to the opportunity. The attachment is stored in the CRM Online System and can then be sent with the opportunity.

Opportunity Management uses the Generic Object Services (BC-SRV-GBT).

Activities

  1. Choose Create attachment from the toolbar in the opportunity header.
  2. In the following dialog box, choose the documents you wish to attach to the opportunity.
  3. In order to see the documents attached to the opportunity, choose Attachment list from the toolbar.
  4. Save the entire opportunity in order to save the attachments.